A relationship-first CRM for contractors and field teams
Own the relationship.
Run the whole shop.
Nothing slips.
One record per customer, and everything hangs off it: the calls, the messages, the proposal, the job, the invoice, the review. The history stays whole, nobody relearns where a customer stands, and every screen ends in a next step.
What needs you today
5 next steps, in order
$0
To start. No card, no setup fee.
1
Record per relationship, never a duplicate.
0
Duplicate records. One contact, one relationship.
Export
Your book, any time, in a format you can read.
One record, one relationship
The relationship owns everything.
Calls, messages, proposals, jobs, payments, and reviews all hang off one record. The focused tools never make their own copy. They write back to the relationship, so the history stays whole and your crew never relearns where a customer stands.
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01
One record, never a duplicate
Every contact opens exactly one relationship. New touches attach to it instead of starting a fresh card you have to merge later.
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02
Every surface writes to it
Quoting, scheduling, dialling, invoicing and review requests all read and write the same record. The relationship is the source of truth, not whichever screen you happened to be on.
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03
Every screen ends in a next step
Today shows what needs you, in order. Nothing slips between first contact and repeat revenue, because the record always knows what comes next.
The relationship graph
One relationship at the center. Every surface writes to it.
How it works
Three steps. In this order.
A contact comes in, the relationship opens itself, and the day runs on next steps. The same record carries every call, proposal, job, payment, and review, so nobody rebuilds context twice.
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01 · Capture
A contact opens one record.
A call, a text, or a lead from your public Profile opens one relationship. TradeFlo files it once. No data entry, no duplicate to merge later.
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02 · Work
The tools write to it.
Quote it, schedule it, build it, get paid, ask for the review. Every focused tool you add reads and writes the same record, so the relationship stays whole.
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03 · Close the loop
Today ends in a next step.
The console shows what needs you, in order. From first contact to repeat revenue, the record always knows the next move, so nothing slips.
Own the relationship
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